This podcast is for financial advisors who want to build resilience in their business and personal life. Each episode brings the best ideas, systems and strategies of the industries top performers. Jay Coulter interviews subject matter experts and thought leaders to help listeners identify ways to improve their business. Topics include investment management, practice management, financial advisor marketing, client service, technology, compliance, ETF strategies, portfolio construction and ot ...
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Doctors – are you interested in building long-term wealth and continuing on as an owner while retaining full autonomy in your dental practice? Join host and Large Practice Sales (LPS) Co-founder and Principal Chip Fichtner on this monthly podcast as he shares invaluable advice and expertise about the world of Invisible Dental Support Organization (IDSO) partnerships. Follow this podcast for more tips you won't find anywhere else on how to monetize your dental practice at the maximum value. L ...
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Timely, relevant Business Power Practices™ to supercharge your business! For executives, CEOs, and business owners (small business to large business) across all functions - leadership, management, strategy, product, marketing, sales, finance, and operations. Become a high-performance executive, CEO, or owner by applying Business Power Practices™. D.M. Chaney is host, CEO of Role1 (role1.com) - providing the only complete Business and Power Practices™ Mastery, Application, and Implementation ...
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The official podcast of tech/data nerd and "recovering data scientist" Joe Reis. He provides refreshingly candid thoughts on the world of technology and data. Each week, he broadcasts from somewhere in the world, sometimes ranting solo or with the smartest people in the business.
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Freestyle Fridays - So You Want to Work in Data? w/ Gordon Wong
30:53
30:53
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30:53Regular guest Gordon Wong and I chat about what you should think about if you want to work in data. Spoiler - it's probably not what you think. Shoutout to GoodData and MonteCarlo for sponsoring this episode.
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Hamilton Ulmer - Instant SQL with DuckDB/MotherDuck - Practical Data Lunch and Learn
51:06
51:06
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51:06Imagine writing SQL and getting instant results as you type? Yes, this is reality now. It's amazing!DuckDB/MotherDuck's Instant SQL made a big splash at last month's Data Council. Hamilton Ulmer gives a demo of Instant SQL at the Practical Data Community.----------------------------Instant SQL: https://motherduck.com/blog/introducing-instant-sql/Pr…
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Gaëlle Seret - Change Management in Large Organizations
59:05
59:05
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59:05Gaëlle Seret is a data leader based in France. We chat about how she helps large organizations drive change, especially around data architecture and strategy. We dig into her approach to upskilling teams, why data strategy matters, and how to work through the inevitable organizational challenges that come with transformation. We also discuss the AI…
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Freestyle Fridays - AI Denialism is Holding Back the Data Industry
18:24
18:24
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18:24Last week I posted about the gulf in the data industry between people in favor and opposed AI. The data industry has an atrocious track record of success over the decades. Shall we keep repeating the same mistakes with AI? I think AI denialism is holding back and AI has the potential to help us correct a lot of the sins of the past, namely quick de…
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Ryan Russon - Practical ML Engineering
1:07:12
1:07:12
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1:07:12Ryan Russon is an ML Engineer. He stopped by my house for a practical and grounded chat about ML and AI. Enjoy! --------- Join dbt Labs May 28 for the dbt Launch Showcase to hear from executives and product leaders about the latest features landing in dbt. See firsthand how features will empower data practitioners and organizations in the age of AI…
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Freestyle Fridays - What Does AI Do to The Craft of Dev and Engineering?
26:54
26:54
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26:54Some people speculate that AI will make software and data engineers obsolete. If the only thing engineers do is write code, sure. But we do a lot more than that, and I believe we'll actually need more engineers, not fewer. In this episode, I discuss how I think AI will change the craft of software and data engineering. Spoiler - I think it will mak…
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Laura McDonald - Navigating the Complex World of Enterprise Sales
56:53
56:53
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56:53Laura McDonald is an enterprise account executive, and she walks me through navigating the complex world of enterprise sales. We chat about the sales cycle, the importance of building relationships, the challenges of navigating long complicated procurement processes, and much more. Whether you're a sales rookie, an experienced salesperson, a founde…
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How to Get Your First Speaking Gig, Getting Paid, and More. Public Speaking Advice from Joe Reis
42:49
42:49
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42:49I've spoken all over the world, at the biggest events, the most intimately small, and everywhere in between. In this Practical Data Community lunch and learn, I share some experiences with public speaking, give some advice on getting your first public speaking gig, how to prepare, preparing talks, dealing with stage fright, getting paid, and much m…
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Freestyle Friday - Navigating Data Strategy in the Age of AI w/ Dia Adams & Gordon Wong
28:52
28:52
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28:52Dia Adams and Gordon Wong join me for a chat about data strategy in the age of AI.
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Michael Drogalis - Building a Company in Public
51:09
51:09
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51:09Michael Drogalis joins me to chat about building his company - Shadow Traffic - in public. We discuss sales, the psychological toll of rejection, the rollercoaster of entrepreneurship, and strategies for audience building and content creation.
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John Giles - The Data Elephant in the Board Room, Data Modeling, and More
1:20:23
1:20:23
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1:20:23John Giles joins me to discuss his new book, "The Data Elephant in the Board Room," conceptual modeling, the unreasonable effectiveness of data modeling patterns, and more.
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Creating a Standout Culture with Darci Smith
27:53
27:53
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27:53In today’s competitive financial services landscape, culture is the ultimate differentiator. In this episode, Darci Smith of Roklyn Consult joins Jay Coulter to share a powerful framework for building a winning culture—one that attracts top talent, empowers teams, and sets your firm apart. Darci draws insights from her chapter in the new collaborat…
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Zhamak Dehghani - Autonomous Data Products, Data Mesh, and NextData - Q&A
1:13:54
1:13:54
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1:13:54Zhamak Dehghani joins the Practical Data Community for an open-ended Q&A about autonomous data products, Data Mesh, NextData and much more. NextData: https://www.nextdata.com/Practical Data Community: https://discord.gg/gNfw5AKWSK
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Freestyle Friday - Advice for 2025 Graduates
23:28
23:28
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23:28I've recently spoken to several groups of students (undergrad and graduate) about the data industry, career advice, and more. Here, I distill some of my major points about careers, finding work, and more. If you're graduating this Spring 2025, congrats! This episode is brought to you by GoodData.
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Jessica Talisman - Libraries, Knowledge, Shitty Tech Jobs, and More
1:11:15
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1:11:15Jessica Talisman and I hang out at my home and chat about libraries, data, ontologies, knowledge, shitty tech jobs, and much more.
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Sarah McKenna - Web Scraping Explained
1:00:21
1:00:21
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1:00:21Sarah McKenna joins me to chat about all things web scraping. We discuss its applications, the evolution of alternative data, and AI's impact on the industry. We also discuss privacy concerns, the challenges of bot blocking, and the importance of data quality. Sarah shares ideas on how to get started with web scraping and the ethical considerations…
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Freestyle Fridays - "I Don't Need to Learn Anything Anymore"
16:37
16:37
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16:37I recently overheard someone say, "I Don't Need to Learn Anything Anymore" because AI would do all of this person's work. This got me thinking about the future of learning, human expertise and depth, and more.
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Juan Sequeda & Jesus Barrasa - Unlocking Knowledge with Graphs
55:14
55:14
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55:14Juan Sequeda and Jesus Barrasa are among the top experts on graphs in the world. In this episode, we chat about the definitions of semantics, ontologies, and the differences between RDF and property graphs, etc. We also talk about how AI is giving graphs a new surge of interest.
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Data teams have had a rough few years. Lots of layoffs and cuts, doing more work with fewer resources, and a general sense of malaise. On top of all of this, now we're in the middle of a trade war. This is war. If you're a data team, you need to act accordingly.
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Tim Berglund - The Art of Developer Relations, Hardware Hacking, and More
54:52
54:52
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54:52Tim Berglund is the OG of DevRel. We chat about the art and craft of developer relations, hacking on hardware, and much more.
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Freestyle Fridays - Coding is Fun (Again)
14:06
14:06
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14:06Just wrapped up a whirlwind tour, giving a workshop in Atlanta and then attending Google Cloud Next. B2b nonstop action, and I'm glad to home for a bit. While at Next, I had a conversation with another tech old timer friend. We talked about how much we're having using AI as a coding assistant. I'm having fun coming up with wild stuff and seeing if …
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Actionable AI Strategies for Advisors with Duncan MacPherson
41:13
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41:13What if you could grow your advisory practice, reduce your workload, and deepen client relationships — all without hiring additional staff? That’s not a fantasy. It’s what elite advisors are doing right now with AI. In this episode of The Resilient Advisor Show with Jay Coulter, Duncan MacPherson, CEO of Pareto Systems, returns to share 17 actionab…
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Juhani Vanhatapio - From the Arctic Circle to AI
49:40
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49:40Juhani Vanhatapio lives in Finland at the Arctic Circle and is studying data engineering and machine learning. Juhani shares stories about life in the Arctic, the challenges and fun of guiding tours to see the Northern Lights, his AI Assistant for Northern Lights tourism, and his journey into the tech field during the COVID pandemic. This is defini…
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I'm heads down with some work right now, but here are some random rants on workshops, the tariff chaos, and more.
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Vin Vashishta - The Challenges of Implementing AI in Business
51:34
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51:34Vin Vashishta and I chat about the current state of AI in business, the challenges of implementation, the pervasive hype surrounding AI technologies, influencers, and more.
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How Financial Advisors Can Increase Referrals with Matt Halloran
35:38
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35:38In this episode of The Resilient Advisor Show, host Jay Coulter sits down with ProudMouth Co-founder Matt Halloran to discuss effective strategies for generating meaningful referrals as a financial advisor. Matt delves into the changing dynamics of referrals, emphasizing the need for consistent, personalized content. The episode covers various prac…
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Freestyle Fridays - Shifting Left AND Right. The Data Engineering Lifecycle in 2025. What's Changed?
9:52
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9:52People often ask me what I'd change in Fundamentals of Data Engineering. Usually, I reply "not much", as the the Data Engineering Lifecycle still remains intact. However, I see the role of data engineers shifting both left and right. What does this mean? Have a listen.
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Vaibhav Gupta and I chat about our shared love for tacos in Austin, the evolution of AI tools, and why new thinking and approaches are required for AI-first tools. BAML: https://github.com/BoundaryML/baml
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Mark Freeman - Shifting Left in Data, Startup Rocket Ships, and More
58:42
58:42
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58:42Mark Freeman joins me to chat about data contracts, the crazy life of being the first employee at a hot startup, writing books and creating content, and much more. #DataEngineering #Startups #AI #DataQuality #DataContracts
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Revisiting Dual Momentum Investing with Gary Antonacci
23:03
23:03
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23:03With the international markets starting to show some life, now could be the time to consider a Dual Momentum strategy. I sat down with Gary Antonacci, author of Dual Momentum Investing and a 40-year investment industry veteran with an MBA from Harvard. Gary shares his expertise on momentum investing and trend following, diving into its origins in t…
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Freestyle Fridays - Figuring Out Your Next Move
18:20
18:20
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18:20I get a ton of questions from people about what their next career move should be. Given the increased turbulence in the job market and how companies are giving the middle finger to their employees, I think people are going to need to question the traditional advice (college, job, "stick it out"). This advice is outdated. Instead, you're going to ha…
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Willis Nana - Navigating Data Engineering Leadership, YouTube, and more
43:37
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43:37Willis Nana and I chat about the challenges of data engineering leadership, foundational skills, and his journey to a content creator on YouTube.#dataengineering #data #ai #datateam #leadership
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Salma Bakouk - Data Observability, the Balance of Running a Startup, and More
56:40
56:40
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56:40Salma Bakouk (CEO of Sifflet) and I discuss the evolving data and AI landscape, the rise of data observability in the age of AI, balancing personal and professional life as a founder, and much more.
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Freestyle Fridays - Public Speaking Tips w/ Jordan Morrow
28:44
28:44
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28:44Jordan Morrow and I have a lot of experience with public speaking. We get a lot of questions about tips for public speaking. In this episode, we chat about how to get started with public speaking, tips for awesome presentations and talks, and much more.
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How To Discuss The Markets With Worried Clients
6:19
6:19
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6:19How to Talk to Clients During Market Volatility The markets are swinging, financial news is only adding fuel to the fire, and your clients are calling—scared. So how do you handle these conversations in a way that keeps them calm and protects their financial future? In this episode of The Resilient Advisor, I’ll teach you a proven framework to conf…
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Simon Späti - The Art of Writing about Data Engineering
50:46
50:46
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50:46Simon Späti and I discuss various aspects of writing, data engineering, and the impact of AI on the writing process. Simon shares his journey from business intelligence to data engineering and his current focus on writing. We also discuss the future of writing in the age of AI. Enjoy!
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Todd Beauchene - The Early Days at Snowflake, Modern Data Platforms, and More
55:43
55:43
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55:43Todd Beauchene joins me to chat about being an early employee at a tiny startup called Snowflake, modern data platforms, and much more.
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Freestyle Friday - How I Use AI for Writing
12:00
12:00
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12:00In this episode, I explain how I use (and don't use) AI for writing.
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The Data Cynic, aka, Matthew Kelliher-Gibson, and I chat about all things cynical about the data field, working in Dilbert-land, negotiation for data professionals, and much more.
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The Process LPS Uses to Achieve Maximum Value with the Best Partners for Our Clients (with Maxwell Sellers)
24:13
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24:13Creating lasting value in your dental practice involves more than just the sale; it’s about strategic partnerships and informed decision-making. Today, Chip sits down with return guest Maxwell Sellers (Principal Development & Buy-side Relations) to discuss the essential steps for dentists to successfully navigate the selling process and choose the …
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Carly Taylor - The True Cost of Replacing Engineers with AI
54:41
54:41
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54:41My semi-regular co-host and bestie Carly Taylor joins me once again. This time we chat about the true cost of replacing engineers with AI. We explore the implications of mass layoffs, the importance of company culture, and the potential for burnout among tech workers.
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Freestyle Fridays - The Cult of Scrum, or Why Not Everything Needs to be a Sprint
21:12
21:12
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21:12It seems like quite a few data practitioners I talk with are miserable. Forced to deliver things ever faster, there's not enough time to THINK. Instead, the pressure is to deliver "stuff" in two-week sprints. In this episode, I rant about why not everything needs to be a sprint, and why we need to treat Deep Work versus Delivery Work differently.…
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John Thompson - The Path to AGI, Writing Books, and More
50:23
50:23
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50:23John Thompson joins me to chat about his upcoming book, The Path to AGI, his book writing process, and much more. John Thompson LinkedIn: https://www.linkedin.com/in/johnkthompson/
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Actual Practice Values in 2024 and 2025 Value Forecast
26:28
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26:28In today’s episode, Chip discusses the trends and events from 2024 had a significant impact on practice valuations and forecasts the most important drivers for practice value growth in 2025. He also examines the most common mistakes doctors make that negatively affect their practice’s value and how to avoid them, balancing immediate monetization wi…
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Freestyle Friday - The Great Pacific Garbage Patch of AI Data Slop
14:27
14:27
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14:27Things aren't great in the world of data practitioners. Lots of technical debt and lack of pride in one's craft. The pressure to do more with less only compounds this problem. And AI will make it far worse. If you think the amount of poorly made data architecture and models is bad now, I think we're in for another level very soon. With AI CoPilot o…
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Eric Broda on AI Agents, Consulting Disruption, and the Future of Work
57:26
57:26
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57:26Join Eric Broda and me for a fascinating discussion on the cutting edge of AI! We chat about the rapidly evolving world of AI agent ecosystems, exploring their potential to transform industries and reshape the future of work.Eric shares his hard won perspective on the challenges and opportunities facing consultancies in the age of AI, and why he be…
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Practice Attributes for High Value IDSO Partnerships
14:20
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14:20On today's episode, host Chip Fichtner guides you through the key attributes of high-value practices in 2025. Chip shares strategic tips on how younger doctors and healthy profit margins work together to create a compelling offer that DSOs simply can't ignore. We'll reveal the roadmap to unlocking your practice's potential value through a strategic…
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Hugo Bowne-Anderson - Exploring the Future of AI and Automation
1:22:31
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1:22:31Hugo Bowne-Anderson and I chat about the future of AI and automation, agents, and much more.
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Ghalib Suleiman & Kevin Connolly - Data Team "What Ifs"
1:10:07
1:10:07
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1:10:07Ghalib Suleiman, Kevin Connolly, and I have all run data teams. In this episode, we chat about a bunch of data team "what ifs" - running a data team, hiring and firing, and executive commitments
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Anne-Claire Baschet & Yoann Benoit - Unifying AI and Product Development
30:15
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30:15With AI becoming engrained in nearly every product, there's still a BIG problem - AI and product teams have trouble working together. Whether it's different communication and working styles, or lack of a common language, AI teams stall because they can't align with Product. Anne-Claire Baschet & Yoann Benoit join me to chat about unifying AI and Pr…
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